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Greystar Investment Group

SEC-registered adviser since 2013Charleston, SCCRD 160665

$36.5B
AUM
69
Clients
See fees
Fee
588
Advisory staff

From Form ADV filed 30 September 2026 · data retrieved 15 October 2026SEC record

Greystar Investment Group is an investment adviser headquartered in Charleston, South Carolina, and registered with the SEC since 2013. Its clients include pooled investment vehicles and insurance companies.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. GS Im Holdings, LLC owns 75% or more of Greystar Investment Group, and Robert Faith is its CEO.

Clients

Greystar Investment Group serves 69 clients. The average client has about $529 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles69 clients100%
  • Insurance companies0%
Show client breakdown
Pooled investment vehicles
Clients
69
Regulatory AUM
$36,380,672,147
Share
99.7%
Avg. per client
$527.3M
Insurance companies
Clients
Not reported
Regulatory AUM
$119,036,301
Share
0.3%
Avg. per client
—

Total

Clients
69
Regulatory AUM
$36,499,708,448
Share
100%
Avg. per client
$529.0M

What it does

Greystar Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.

Greystar Investment Group advises 51 private funds.

84.8% of assets ($30.96B across 34 accounts) are managed with discretion; $5.54B across 36 accounts are not. 24% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Other100%
    • Debt investments in real estate, including non-government guaranteed classes of agency commercial mortgage-backed securitizations, private label commercial mortgage-backed securitizations, mortgages collateralized by multifamily real estate , mezzanine loans collateralized by equity interests in single asset entities that own multifamily real estate, or preferred equity interests in joint ventures that own multifamily real estate.100%

Custodians

Greystar Investment Group has custody of $89.8M for 13 clients.

Managed account assets by custodian
  • All other custodians$36.50B100%

Ownership and leadership

GS Im Holdings, LLC owns 75% or more of Greystar Investment Group, and Robert Faith is its CEO.

Who owns the firm
Greystar Investment Group, LLC· the adviser

  • GS Im Holdings, LLC

    Control person · since April 2026

    Owns 75% or more of Greystar Investment Group, LLC

Leadership

  • Robert Faith
    Chairman, Chief Executive Officer and President
  • Alan Carper
    Executive Director and Vice President
  • Patrick Duffy
    Managing Director, Investment Accounting and Vice President
  • Wesley Fuller
    Executive Managing Director and Vice President
  • Lindsay Hauss
    Senior Managing Director, Corporate Accounting and Vice President
  • William Maddux
    Executive Managing Director and Vice President
  • Jeannette Marshall
    Senior Managing Director, Investment Legal & Compliance and Vice President
  • James Ramsey
    Executive Managing Director and Vice President
  • Jennifer Vakiener
    Managing Director, Chief Compliance Officer and Vice President
  • Michael Joyce
    Senior Managing Director, Research and Strategy

Staff

  • 588 employees
  • 588 in advisory functions
  • 18 broker-dealer reps

Fees

Greystar Investment Group is paid through a percentage of assets under management, performance-based fees and other.

Greystar Investment Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Greystar Investment Group has 35 offices, with 22 listed addresses across 15 states.

Listed office addresses by state

South Carolina · 1 listed address

  • 465 Meeting Street, Suite 500, CharlestonHQ

Registration details

Legal name
Greystar Investment Group, LLC
Headquarters
465 Meeting Street, Suite 500, Charleston, SC 29403
Phone
843-579-9400
Website
www.greystar.com/business-services/investment-management
SEC file
801-78751
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Greystar Investment Group have?

Greystar Investment Group has 69 clients and manages $36.5 billion for them, as of September 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026

What services does Greystar Investment Group offer?

Greystar Investment Group provides portfolio management for pooled vehicles and portfolio management for institutions.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Greystar Investment Group have?

Greystar Investment Group has 0 investment adviser representatives registered with state securities authorities, out of 588 employees, and 588 perform investment advisory functions. 18 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Greystar Investment Group invest in?

At the end of its last fiscal year, Greystar Investment Group’s separately managed accounts held 100% debt investments in real estate, including non-government guaranteed classes of agency commercial mortgage-backed securitizations, private label commercial mortgage-backed securitizations, mortgages collateralized by multifamily real estate , mezzanine loans collateralized by equity interests in single asset entities that own multifamily real estate, or preferred equity interests in joint ventures that own multifamily real estate.. It advises 51 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Greystar Investment Group?

Greystar Investment Group is owned through a chain of holding companies by Robert Faith and Robert A. Faith Revocable Trust. Its direct owner is GS Im Holdings, LLC (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026

How does Greystar Investment Group get paid?

Greystar Investment Group is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 30 September 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 160665.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Greystar Investment Group, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.